{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/69ab3b7c7036d739021982df/6af6a30c9dce432809c9419d?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Jensen Is Out. Here's What Changes for Nvidia and AI ","description":"<p>For deeper playbooks and analysis: <a href=\"https://natesnewsletter.substack.com/\" rel=\"noopener noreferrer\" target=\"_blank\">https://natesnewsletter.substack.com/</a></p><p><br></p><p>What&#39;s really happening to NVIDIA&#39;s position after Jensen Huang&#39;s resignation?</p><p>The common story is that the product roadmap tells us everything — but the reality is that customer relationships, financing, and political influence also shape how AI infrastructure gets built.</p><p><br></p><p>In this video, I share the inside scoop on NVIDIA&#39;s next deal, the cost of switching chip platforms, and the implications for your AI bill.</p><ul><li>Why replacing coordination and deal-making authority matters.</li><li>How CUDA supports NVIDIA&#39;s competitive position.</li><li>What Anthropic&#39;s AMD example means for software portability.</li><li>How infrastructure financing and export rules affect customers.</li><li>Why competition could lead to cheaper inference.</li></ul><p><br></p><p>For operators and builders, the stakes are practical: deployment schedules, access to compute, and the price of using AI.</p><p><br></p><p>Subscribe for daily AI strategy and news.</p><p>Hosted on Acast. See acast.com/privacy for more information.</p>","author_name":"Nate B. Jones"}